The FPA of Michigan Women & Finance Knowledge Circle Committee focuses on helping women in financial planning advance their careers through mentoring, networking, social gathering, and the opportunity to meet and learn from like-minded professionals.

2023 Committee Members:
Diane Young, Chair
Tonya Hutchison
Aleia MacDonald
Angela Palacios
Diane Winner

If you are interested in learning more, contact FPA of Michigan Women & Finance Knowledge Committee Chair, Diane Young at diane@arrowrootfamilyoffice.com.

Click here to follow the FPA of Michigan Women & Finance Knowledge Circle on LinkedIn!

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2023 Upcoming Events

FPA MI | Women & Finance Knowledge Circle's Coffee Café @ Zoom
Wednesday, September 20th | 9:30 am to 10:00 am | Virtual
Wednesday, October 18th | 9:30 am to 10:00 am | Virtual
Wednesday, November 15th | 9:30 am to 10:00 am | Virtual

Join us at our inaugural Coffee Café! The Women & Finance Knowledge Circle Café provides 15 - 20 minutes of randomized casual, one-on-one networking. Meeting in the Café is a low-stakes, easy way to connect with other female financial planning professionals.

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FPA MI | Women & Finance Knowledge Circle Event
Thursday, September 28th | 5:00 pm to 7:00 pm | Hazel's in Birmingham

In this special collaboration event, please join the FPA of Michigan and the CFA Society Detroit for an opportunity to mix and mingle with other prominent women leaders in the finance industry. In addition to great conversation and new connections, appetizers, drinks, and a special wine tasting activity are all on the agenda. 

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FPA MI | Women & Finance Knowledge Circle Event
Thursday, November 9, 2023 | 12:00 pm to 1:00 pm | Virtual

Join us as Margaret Dunlap, Business Development Manager for CoreCap Investments | Core Cap Advisors presents "How to Use Coaching Questions as a Financial Advisor to Gain Rapport with your Clients!" 

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Past Events

FPA MI | Women & Finance Knowledge Circle Happy Hour
Thursday, June 22nd | 4:00 pm to 7:00 pm | Homes Brewery Campus in Ann Arbor

FPA MI | Women & Finance Knowledge Circle Event
Tuesday, May 23rd | 10:00 am to 1:00 pm | Topgolf in Auburn Hills

FPA of Michigan Women & Finance | How to Survive a Golf Scramble
With dignity, poise and professionalism!

Wednesday, June 29th | 8:00 am to 2:00 pm
Birmingham Country Club

FPA MI | Women & Finance Knowledge Circle Networking Happy Hour
Thursday, May 12th | 4:00 pm to 7:00 pm | Live
Corner Brewery in Ypsilanti

FPA of Michigan Women & Finance | The Psychology of Self-Doubt
A Podcast Discussion
Wednesday, March 16th | 12:00 pm to 1:00 pm EST | Virtual

FPA MI | HELP! I'm Out of Control Before my First Cup of Coffee
Presented by Patty Kreamer of Productivity Uncorked
Thursday, January 27th | 12:00 pm to 1:30 pm EST | Virtual

FPA MI | Women & Finance Knowledge Circle Fall Book Club
Tuesday, November 9, 2021 | VIRTUAL

What's Your Style of Communication?
Presented by Beverly D. Flaxington, the Human Behavior Coach
Wednesday September 15, 2021 | VIRTUAL

Money and Its Mind Games: Women, Money & Power
Hosted by:  Collaborative Women in Investment Management (WIM) 
Thursday, September 9, 2021 | VIRTUAL

Dementia Conversations
Presented by Debra Archer Ross, MAOM, CDP, CALD
Tuesday, July 27, 2021 | VIRTUAL

FPA MI | Women & Finance Knowledge Circle Book Club
Wednesday, June 23rd | VIRTUAL

How to Leverage Social Media to Build Your Financial Planning Business
Presented by Brittney Castro, Founder & CEO of Financially Wise, Inc.
October 28, 2020

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Tips, Tricks and Trends to Help You Build a Wardrobe that Works
Hosted by Neiman Marcus - Troy
March 18, 2021